Services
Strategic Solutions for Every Stage of Growth
Five service divisions, each starting with a consultation and shaped around your goals, circumstances and stage of development.
Strategy informed by experience. Services shaped around each client.
Charitable presentations and community-service initiatives supported through Accion’s nonprofit and foundation advisory work.
Division 01
Nonprofit Development & 501(c)(3)
Formation, 501(c)(3) preparation, governance and program structure for mission-driven organizations building durable community impact.
Who this is for
Founders launching a nonprofit, and existing organizations strengthening governance, programs or organizational structure.
What's included
- Nonprofit formation
- 501(c)(3) preparation
- Bylaws and governance documents
- Reinstatement and compliance recovery
- Program development
- Organizational strategy
General process
- 01Consultation to clarify mission, programs and organizational stage
- 02Formation and governance documentation preparation
- 03Program design and organizational planning
- 04Ongoing organizational support as the work grows
Division 02
Grants, Funding & Revenue Development
Funding readiness, research, proposal development and diversified revenue strategy for organizations pursuing sustainable support.
Who this is for
Nonprofits, foundations and community organizations preparing to pursue grants, sponsorships and diversified funding.
Accion's grant-development approach is informed by experience on both sides of the funding process, including federal grant review as well as proposal development, funding-readiness strategy, and organizational preparation.
What's included
- Grant readiness
- Grant research
- LOIs and proposal development
- Grant proposal review
- Funding strategy
- Sponsorship strategy
- Fundraising planning
General process
- 01Funding-readiness review of programs, records and capacity
- 02Prospect research and funding strategy
- 03Proposal development, review and strengthening
- 04Reporting, stewardship and ongoing funding planning
Division 03
Compliance & Financial Organization
Organized books, filings and administrative systems that keep organizations compliant and ready for funding opportunities.
Who this is for
Nonprofit organizations and small businesses that need their financial records, filings and administrative systems organized.
What's included
- Form 990 preparation support
- Charitable registration support
- Bookkeeping
- Financial organization
- Compliance calendars
- Administrative systems
- Grant management support where appropriate
General process
- 01Consultation to review current records, filings and obligations
- 02Organization of documents and financial information
- 03Preparation and coordination of applicable filings and materials
- 04Ongoing administrative systems and compliance calendars
Division 04
Business Formation & Growth
Practical structure, systems and strategy for entrepreneurs forming a company or preparing for a next stage of growth.
Who this is for
New entrepreneurs, established small businesses, and owners preparing to formalize operations or expand.
What's included
- Business formation
- Strategic planning
- Business planning
- Operational systems
- Business credit readiness
- AI implementation and automation consulting
General process
- 01Consultation to review the business model, stage and goals
- 02Formation, structure and documentation planning
- 03Development of operating systems and growth strategy
- 04Phased implementation with defined milestones
Division 05
Websites & Digital Infrastructure
Professional websites and digital systems that strengthen credibility, improve intake and support how organizations operate every day.
Who this is for
Nonprofits and businesses that need a credible public presence and the digital systems behind it.
What's included
- Professional nonprofit and business websites
- Website strategy and development
- Online intake systems
- CRM and workflow strategy
- Digital organizational infrastructure
- Branding and digital presence support
General process
- 01Discovery session covering audience, messaging and goals
- 02Website strategy, structure and content planning
- 03Design, development and launch coordination
- 04Intake, workflow and ongoing digital support
Not Sure Where to Begin?
Most engagements begin with a single conversation. Tell us what you are working toward and we will identify the appropriate service pathway.